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Building 2HARVEY CAPITAL MANAGEMENT INC

Map pinPALM BEACH, FL
Phone561-804-9181
NotebookSEC #801-52027
Total AUM
$579.4M
Employees
5
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 ROYAL PALM WAY
SUITE 400
PALM BEACH
FL 33480-4117
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
561-804-9181

ReceiptFinancials

Total AUM
$579.4M
Accounts
172
Discretionary
$579.4M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$25.4M
HNW Individual Clients
100
AUM
$509.7M
Pension/Profit Sharing Plan Clients
2
AUM
$548.4K
Charitable Organization Clients
6
AUM
$33.1M
Corporation or Business Clients
2
AUM
$10.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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